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Added 22 mins ago
NB
Senior Manager Onboarding
National Bank of Canada
Toronto, ON
- Full-time
You serve as a trusted advisor and key relationship lead to clients, portfolio managers, internal partners and operational teams, leading complex integration mandates and coordinating…
Added 22 mins ago
TO
Deputy CAO
Town of Peace River
Peace River, AB
- Full-time
Supporting the CAO and Council: Act as a strategic advisor and key partner to the CAO, participate in senior leadership decisions and act on behalf of the CAO, within delegated authority,…
Added 22 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 22 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 22 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 22 mins ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
Act as a strategic advisor by identifying business opportunities and solutions that align with clients’ financial objectives.
Added 22 mins ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…planning, and wealth advisory solutions to individuals, families, business owners, and professionals. Guided by Trust, Clarity, and Heart, our team is committed to building lasting…
Added 37 mins ago
CN
Director, Marketing Partnerships Lead – NBA Canada
CAN NBA Canada
Toronto, ON
- Full-time
…best-in-class servicing standards, and fostering collaboration with the Business Development, Marketing, Events, and Merchandising/Licensing teams to deliver integrated…
Added 52 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Victoria, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 52 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Nanaimo, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 52 mins ago
AH
Coordinator
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
An undergraduate degree in Health, Health Services Administration, Business, Economics, Arts/Sciences, Nursing, or other equivalent preparation. Minimum of Five years of project or program…
Added 2 hours ago
CO
People and Culture Business Partner
City of North Vancouver
North Vancouver, BC
- Full-time
…recent experience as a People & Culture or Human Resources Business Partner/Generalist/Advisor within a unionised environment, or have an equivalent combination of education and experience.…
Added 2 hours ago
EI
Brand Protection Advisor I
Ecolab Inc.
Saskatoon, SK
- Full-time
Ecolab is seeking a Brand Protection Advisor (Hospitality and Hotels) to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help…
Added 4 hours ago
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Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 4 hours ago
MC
Senior Salesforce Administrator
Make-A-Wish Canada
Toronto, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 4 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 6 hours ago
DIRECTOR, PRODUCT - INSURANCE
Green Shield Canada
Toronto, ON
Define the strategic direction for our insurance product portfolio comprised of member, employer, advisor and internal stakeholders
Added 6 hours ago
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Beauty Advisor - Part Time
sephora.com
St. John's, NL
- $18 to $22.5 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 6 hours ago
S
Beauty Advisor - Full Time
sephora.com
Edmonton, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 6 hours ago
D
AI Deployment Strategist
Didero
Toronto, ON
- Full-time
Act as a strategic advisor to procurement and operations stakeholders, identifying where expanded automation drives the most ROI and making the business outcomes explicit - cost savings,…
Added 6 hours ago
D
Senior AI Deployment Strategist
Didero
Toronto, ON
- Full-time
Act as a strategic advisor to procurement and operations stakeholders, identifying where expanded automation drives the most ROI and making the business outcomes explicit - cost savings,…
Added 6 hours ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 6 hours ago
SC
Senior Linux and Cloud Administrator | Global Cloud Ops LLD | Pacemaker Operations | Toronto
SAP Careers
Toronto, ON
- $97,800 to $202,400 CAD / year
- Full-time
…Server Management" is tasked with 24x7 operations of these business-critical SAP systems in the cloud. We are looking for an experienced Linux & Cloud administrator to support our…
Added 6 hours ago
G
Director, Product - Insurance
GreenShield
Toronto, ON
- Full-time
Define the strategic direction for our insurance product portfolio comprised of member, employer, advisor and internal stakeholders
Added 7 hours ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
…Management projects or workstreams, including initiatives related to advisor enablement, client experience, operational efficiency, regulatory change, or platform modernization, for…

Desjardins

Client Financial Services Agent

Montreal, QC, Canada
Caisse Desjardins du Sud-Ouest de Montréal, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions
Help colleagues manage their agenda and emails
Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
Seize business opportunities and participate in sales development initiatives

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Available to work one evening per week

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

CAISSE DU SUD-OUEST DE MONTRÉAL (30001 / CONV_COL_00059) (2019-03-22 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-12

Apply About employer

More about this job

Responsibilities

You will provide personalized financial support to members and clients by offering investment, financing, and protection solutions. Additionally, you will assist advisors in business development and maintain strong client relationships through effective communication and service.

Requirements

Candidates must hold an Attestation of Collegial Studies and possess at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Customer service
Business development
Investment advice
Financing
Communication
Interpersonal savvy
Sales
Relationship management
Problem solving
Research
Time management
Adaptability

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment
Financing
Protection
Business Development
Customer Service
Mutual Fund Representative
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Sales
Client Relations
Financial Advisor Support

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